This page describes all changes most recently available in the Preview environment with the 2018.1 Beta 4 release. The functionality was made available in the Preview environment on January 24, 2018. It will be made available in the Production environment in March, 2018.

IMPORTANT Functionality described on this page is subject to change prior to availability in the Production environment.

Hyperlinks are now active when reviewing a static proof in the proofing viewer. Click a hyperlink to navigate to the linked page.

This functionality is supported in any file types that contain text, such as PDF, DOC, and so forth. Image files are not supported.

Improvements When Adding Proofs

The following enhancements are available when adding documents to be proofed.

Information in the Recipients list is now available in a 3-column view, making the information easier to view and modify. Previously, the information was displayed in a single-column view, requiring more clicks when changes were required. For more information, see "Configuring Share Settings" in "Configuring Proofs in Workfront."

View Revenue in the Utilization report on a projectAllows you to view the Budgeted Revenue, Planned Revenue, Actual Revenue, Budgeted Variance, and Planned Variance.

Compare Revenue against Planned and Actual CostsAllows you to view the Planned or Actual Cost alongside the Planned Revenue. The Margin (%) is also displayed (margin is calculated as Revenue - Cost / Revenue).

Revenue is displayed when viewing the chart.

Headers remain visible when scrolling.Now when scrolling through information in the Utilization report, the header at the top of the Utilization report is always visible, allowing you to more easily understand the data in the report. Previously, the header at the top of the Utilization report would move out of view when scrolling.

Utilization report on an individual project loads automaticallyWhen viewing the Utilization report on a project, the report loads automatically.Prior to this change, you had to click "Run" before the report ran.

To address performance issues, the Resource Budgeted Hour field was temporarily removed from Workfront.

As a reminder, the Resource Budgeted Hours are the hours that you budget for your resources or your projects in the Resource Planner. For the time being, you can no longer report on this field in the web application or through the API. The field will be reinstated in a future release, when the performance issues have been resolved. For more information about budgeting hours in the Resource Planner, see "Planning in the Resource Planner."

Report Usage Statistics

You can now display the following usage information for your Workfront reports in a list of reports:

Last Viewed By

Last View Date

Last 10 Viewers

Views This Month/ Quarter/ Year

Views Last Month/ Quarter/ Year

All Views

Prior to this update, you were limited in what usage information you could see on your reports.

As a group administrator, you can create and edit schedules associated with the groups you administer, as well as their subgroups. Prior to this change, only system administrators could create and edit schedules.

We have added an option to give you quick visibility into time frames without budgeting conflicts. After you view when the time frames without budgeting conflicts occur, you can manually move your Budgeted Hours to those times. This will also adjust the Budgeted Dates of the hours. Prior to this update, viewing budgeting conflicts for a project at a glance was not possible.

Resource Scheduling: Restrict Assignments to Users Based on Group Membership

When making user assignments in the Scheduling area (as described in "Managing User Assignments"), you can now configure Workfront to restrict assignments of tasks and issues only to those users who are members of the group that is defined on the project where the task or issue originates.

This applies when making assignments in the following ways:

When assigning a user to all tasks and issues for a specific role, as described in "Assigning a User" in "Managing User Assignments."Prior to this change, a task or issue could always be assigned to any user regardless of that user's group membership.

When swapping assignments with another user, as described in "Swapping a User" in "Managing User Assignments."Prior to this change, a task or issue could always be assigned to any user regardless of that user's group membership.

When making user assignments in the Scheduling area (as described in "Managing User Assignments"), you can now configure Workfront to allow tasks and issues to be assigned to any user, regardless of whether that user has a role defined on their user profile that matches the role assignment of the task or issue that is being assigned to them.

This applies when making assignments in the following ways:

When assigning a user to all tasks and issues for a specific role, as described in "Assigning a User" in "Managing User Assignments."Prior to this change, the primary role of the user you are assigning had to match the role already defined in the Select Role field.

When swapping assignments with another user, as described in "Swapping a User" in "Managing User Assignments."Prior to this change, the primary role of the user you are assigning had to match the role already defined in the Select Role field.

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